+47.5%
TMUS vs MRNA
-67.9%
+115.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.4% | -2.5% | +2.9% |
| 7D | +0.4% | -1.1% | +1.5% | +0.4% |
| 30D | +3.5% | +126.1% | -122.6% | +3.7% |
| 3M | -1.3% | +190.0% | -191.3% | -1.2% |
| 6M | -13.6% | +157.2% | -170.8% | -13.4% |
| YTD | -8.8% | +388.2% | -397.0% | -9.5% |
| 1Y | -22.9% | +467.0% | -489.9% | -23.8% |
| 3Y | +36.7% | +36.1% | +0.6% | +39.5% |
| All | +47.5% | -67.9% | +115.4% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling